COI Tracking Software for General Contractors | Billy

COI Tracking Software for General Contractors

Stop Being
the Bottleneck.

Automate certificate collection, enforce project-specific insurance requirements, and get out of your inbox — built for the people who actually run construction compliance.

“If one COI is missing, everything stops… subs don’t get paid, and I’m the one everyone calls.” — Contract Administrator, Mid-Size General Contractor
Book a Demo → See My ROI
500K+Policies Managed
2,000+Active Projects
83%Already Use Procore
billy — compliance dashboard
Compliant
94%
Expiring
12
Blocked
3
Apex Electrical LLC
Hudson Yards — Project #441
COMPLIANT
Horizon Mechanical
Brooklyn Navy Yard — Project #389
EXPIRED
ProBuild Concrete
LIC Mixed-Use — Project #512
COMPLIANT
Skyline Roofing
Astoria Complex — Project #298
PENDING

Trusted by leading general contractors

BROADWAY CONSTRUCTION GROUP
STRUCTURE TONE
HUNTER ROBERTS
LENDLEASE
GILBANE
// Built for Contract Admins Like You

You Keep Every
Project Moving.

You inherited a broken system and made it work through sheer persistence. Excel, sticky notes, shared folders — it stays organized because you make it work. Billy gives that effort back to you.

📧Inbox chaos every day — Hundreds of emails, vendor docs, and calls. Coordinating between PMs, brokers, and accountants simultaneously.
⏱Triple data entry — The same info in Procore, SharePoint, and Sage 300. Every extra step is a chance for something to slip through.
😰Audit anxiety — Renewal season means frantic scrambles. One missing COI and the whole project holds.
📊The field gets iPads. You get a spreadsheet and a headache. You deserve better tools.
// ROI Calculator

What Is Manual Tracking Costing You?

Defaults are set to national averages for a mid-size GC. Adjust sliders to see exactly when Billy pays for itself.

COI Administration Cost Calculator NO EMAIL REQUIRED
Your Team’s Numbers
Active Subcontractors / YearDefault: 150
150
Total unique subs managed annually
Simultaneous Active ProjectsDefault: 8
8
Projects running at any given time
Admin Hourly RateUS Avg: $35/hr
$35/hr
Based on $67K avg salary + 30% benefits. Adjust for your market.
Billy’s Est. Monthly CostAdjust to your quote
$600/mo
Typical for 100–300 subs. Get your exact quote after the demo.
Your Annual COI Admin Cost
COIs Processed per Year—
Hours: Collecting & Reviewing—
Hours: Follow-ups & Chasing—
Hours: Renewal Management—
Total Admin Hours / Year—
💸 Annual Cost of Manual Tracking
—
In wasted administrative labor
✅ Billy Pays for Itself In
—
Based on your inputs above
Billy saves your team — hrs/yr. At —/hr that’s — in recovered labor annually.
See Billy in Action — Book a Demo →
// The Real Problem

Spreadsheets
Don’t Enforce.

The problem isn’t organization — it’s enforcement. At 100+ subcontractors, manual tracking isn’t just inefficient. It’s operational risk your company carries every single day.

✕
Cannot verify additional insured wording automatically
✕
Cannot confirm endorsements match project requirements
✕
Cannot send structured, trackable renewal reminders
✕
Cannot prevent payment to non-compliant vendors
✕
Cannot integrate with Procore, Sage 300, or accounting
✕
Cannot show real-time compliance status across all projects
compliance_tracker.xlsx — status check
$ check_vendor “Apex Electrical” –project 441 ERROR: No automated verification available ERROR: Additional insured wording — manual only ERROR: Endorsement check — not possible   $ send_renewal_reminders –overdue ERROR: No automation. Manual email required. ERROR: 23 vendors overdue. No payment hold active.   $ switch_to_billy ✓ All vendors verified automatically ✓ 0 overdue. Renewal alerts sent. ✓ Dashboard live. All projects compliant.
// Platform Features

One Place. Total Control.

📥
Automated Collection

Subs and brokers upload directly — no login required, no email chains. Documents arrive structured and ready for review.

🎯
Project-Level Requirements

Layer additional insured and endorsement requirements per project. Owner-specific wording handled without duplicate entry.

🤖
AI Review Assistant

Automatically reads and validates COIs — verifies limits, dates, and coverages so you’re not manually reviewing every doc.

⏰
Expiration Monitoring

Real-time renewal tracking with automated follow-ups. Never miss an expiration across hundreds of active subs.

🔒
Payment Enforcement

Flag non-compliant vendors before payment is released. Compliance gates connected directly to accounting workflows.

🔗
Deep Integrations

Sync with Procore, Sage 300, Autodesk, CMiC and more. The triple data entry you hate disappears on day one.

// Competitive Comparison

Billy vs. The Alternatives

Not all COI platforms are built for how general contractors actually operate.

Capability BILLY TrustLayer myCOI Broker Portals Spreadsheets
Built for General Contractors✓PartialPartial✕✕
Project-level requirement enforcement✓LimitedLimited✕✕
Native Procore integration✓✓Partial✕✕
Accounting / payment hold enforcement✓✕Limited✕✕
AI-assisted document review✓✓Partial✕✕
No vendor login required to upload✓✕✕✕✕
Sage 300, CMiC, Autodesk, JD Edwards✓Limited✕✕✕
Real-time multi-project dashboard✓✓✓✕✕
// Is This Your Situation?

You Need Billy If…

✓
You manage 100+ subcontractors and compliance still lives in a spreadsheet
✓
You’re entering the same vendor data into Procore, Sage, and SharePoint by hand
✓
Different projects have different owner or architect insurance requirements that change constantly
✓
You’ve had payment delays or audit scrambles tied to missing or expired COIs
✓
You spend hours each week chasing certificates and sending renewal reminders manually
✓
You’re the person everyone calls when a project holds up over a missing document
Live Integrations
Procore
Sage 300
Autodesk
CMiC
Sage Intacct
Docusign
JD Edwards
Viewpoint Vista

Vendors and commitments sync directly — no duplicate entry. Compliance status flows into your accounting workflows automatically.

View All Integrations →
// Common Questions

Frequently Asked

COI tracking software automates the collection, review, expiration monitoring, and enforcement of certificate of insurance requirements for subcontractors and vendors. Unlike document management systems that store files passively, COI tracking software actively enforces insurance requirements, validates wording, and automates compliance workflows.
Document management systems store files. COI tracking software enforces requirements — it monitors expirations, validates additional insured wording, automates renewal follow-ups, and can block payments to non-compliant vendors. Storage is passive; enforcement is active.
Yes — and 83% of Billy’s customers already use Procore. Billy integrates natively to sync vendors, commitments, and project data automatically. No duplicate entry. Compliance status flows directly into your PM and accounting workflows. Billy also supports Sage 300, Autodesk, CMiC, JD Edwards, and Viewpoint Vista.
No. Subcontractors and their brokers can upload certificates directly without creating an account or logging in. This eliminates the biggest friction point in COI collection and dramatically improves compliance rates versus competitors that require vendor registration.
Most teams are up and running within days, not months. Billy’s onboarding team works with you hands-on. If you use Procore, you can connect and sync your vendors in minutes. The platform is designed to feel familiar to anyone already working in construction compliance.
Pricing depends on your subcontractor volume and solution type. Use the ROI calculator above to see how quickly Billy pays for itself. For most GCs managing 100–300 subs, the annual labor savings from automation significantly exceeds the platform cost within the first quarter.

You Deserve Better
Than a Spreadsheet.

Give your compliance admin back their time, their confidence, and their sanity. Billy handles the chaos so your team can focus on what moves projects forward.

Book a Demo → Start Free Trial